delivering digital excellence with global compliance and integrity
TRANSCRIPT
Delivering Digital Excellence with Global
Compliance and Integrity
Who are you?
HELLOmy name is
You
Today 1. Digital opportunities & risks
2. Policies, standards, procedures, guidelines
4. Accountabilities & governing models
3. Exercise: You are the boss
5. Back at the office
Digital opportunities
Obvious risks
Not-so-obvious risks
Children’s Online Privacy Protection
Risks: monetary fines, brand loss
AccessibilityRisks: monetary fines, lawsuits, brand loss
SpamRisks: monetary fines, legal lawsuits, possible brand loss
Data collection & privacyRisks: regulatory sanctions
LocalizationRisks: market loss due to regulatory shut downs, brand loss
IdentityRisks: customer trust and loyalty
Developing guidance
Policies
ProceduresStandards
Guidelines
How they fit together
Risks
Laws ®ulations
Businessobjectives POLICIES STANDARDS PROCEDURES
VALIDATION & REMEDIATION
GUIDELINES
A high level statement of beliefs, goals, and objectives in order to
comply with laws, manage risk, or drive competitive advantage.
What is…
POLICY
How to tell a policy
It… Sets direction (high level) Approved/signed by an official
management authority Few in number (15 – 30)
Policy range Accessibility (W3C) Cookies and Tracking Devices Children's Online Privacy Data Breach Notification Data Hosting/Localization (E.U. –U.S.
Data Shield) Digital Records Management / E-
Discovery Donation, Advertising and Fundraising E-Detailing Email/SPAM Health Insurance Portability and
Accountability Act (HIPAA) Privacy & Personally Identifiable
Information (including The California Online Privacy Protection Act – CalOPPA)
Shareholder Notification
Appropriate Linking and Links Appropriate/Prohibited Content Branding Content Quality Disaster Recovery Domain Names and Email Addresses Endorsements/Testimonials/Behavioral
Advertising Information Quality/Integrity Intellectual Property Protection Non-Discrimination Statement Payments and Currencies Security Social Media (personal and official) Systems Development (web/mobile) Technology Identification and
Selection Use and Display of Organizations Logo
What is…
STANDARDFormal specification that tells content creators and digital workers what is
to be done in regards to an aspect of digital.
How to tell a standard
It is… The rule for a specific way to
execute an aspect of digital Measurable (quality/quantity) Created by a domain
specialist One of many (50-200)
Standards range
Source: Lisa Welchman, Managing Chaos: Digital Governance by Design, Rosenfeld Media, 2015.
Design Editorial
Network &Infrastructure
Publishing &Development
Established and documented steps to on implementing policies and
standards in the operating environment.
Not the same as…
PROCEDURE
How to tell a procedure
It is… “Workhorse” of an organization Purposely tight and restrictive A cookbook for how you who should
execute the action, what step to take, when to take it, how to do it, and how not to get it wrong
Numerous, mirroring standards (50-200)
Not the same as…
GUIDELINESystematically developed statement
to assist digital professionals to decide about appropriate actions for
specific circumstances.
How to tell a guideline
It is… Subjective by nature Based on the best available
evidence Essentially are “recommendations” Can vary in number (from few to
many)
How they fit together
Risks
Laws ®ulations
Businessobjectives POLICIES STANDARDS PROCEDURES
VALIDATION & REMEDIATION
GUIDELINES
Exercise
Instructions:
Discuss your individual priorities / goalsDetermine group priorities (legal & regulatory, versus digital quality) and allocate funding
Exercise regroupShare your prioritized list
Who should be accountable in your org?
– What you should consider
– What others are doing
Steward
an official appointed to supervise identification and development, manage and look after the policy and/or standards set.
stew·ard/’st(y)o͞oər
d/
Author
a subject matter expert officially charged with intake and processing of information, to formulate the organization’s stance on a policy or standard.
au·thor/’ôTHər/
Global pharma
Digital Governance Council
(Executive
s)
CONTENT STANDARDS STEWARD
(Global Marketing)
CONTENT POLICY STEWARD
(Legal)
Consumer Healthcare (Legal Rep)
Pharmaceuticals (Legal Rep)
Vaccines (Legal Rep)
APAC (Locale marketing)
AMER (Locale marketing)
LATAM (Locale marketing)
EMEA (Locale marketing)
Multinational tech
Business Unit 1
DIGITAL GOVERNANCE
(HQ MARCOM)
Legal(policies
only)IT
Business Unit 2
Business Unit 1
Geography B
Geography A
Geography A
Geography A
Geography B
Geography B
Professional association (policies)
COMPLIANCE
Chapters &
Membership
Publications
Events & Conferenc
es
Education
Human Resources
ITFinance
Marketing
Legal
Business Systems
Digital Team
Professional association (standards)
Purposefully excluded
KEYMESSAGE
DIGITALTEAM
(standards)
Education
Chapters & Membershi
p
Publications
Events & Conferenc
es
Finance Legal
Marketing
Business Systems
IT Human Resource
s
Any approach
Must be… Appropriately sponsored The organization’s prioritized
response to risk and opportunity Culturally tailored Socialized, validated, and
remediated
Back at the office
Identify digital risks & quality goals
Seek guidanceon legal and regulatory risks
Collaboratearound digital integrity
When you go back…
Thanks!